Finanical Services in Des Moines, IA
If there’s one thing we know about taxes and finances, it’s that no two families or businesses are alike. This means that, whatever unique situation you’re facing in your financial life, you need a team of professionals in your corner that understands the ins and outs of your circumstances, from the simplest tax return to the complexities of managing a business’ finances or putting an estate in order.
Accounting & Tax Professionals, PLC has been that team of professionals for countless clients since 1997, offering expert financial services in Des Moines, IA with heightened quality and personalized care. While the list of financial services we’re able to help with is virtually limitless, here’s a quick look at some of the most frequently requested services we can provide:
Financial Planning
- Fee Based Asset Management
- Personalized Financial Plans
- College Funding Programs
- Risk Management
- Estate Planning
- Tax Planning
- Charitable Gifting Strategies
For those interested in making smart investments for both short-term and long-term financial gain, Accounting & Tax Professionals, PLC offers consultation services to help you ensure you’re putting your investment money to its best use.
Retirement Income
- Traditional & Roth IRA
- Simple IRA
- SEP IRA
- Profit Sharing Plans
- 401(k) Plans
- Defined Benefit Plans
It’s never too soon to start thinking about your security in your retirement years. Our retirement financial planning service can help you develop a productive approach to saving for retirement, providing you with confidence and peace of mind.
Insurance
- Life Insurance
- Disability Insurance
- Long Term Care Insurance
All of us at Accounting & Tax Professionals, PLC pride ourselves in our ability to help handle a wide range of personal and business tax and financial situations for our customers. To benefit from our experience and knowledge, call us today at 515-986-5843 and speak to one of our staff members to learn more about how we can serve you.
Hours of Operation
Grimes, IA 50111
Phone: (515) 986-5843
Business Hours
Mon-Thurs: 9am–4pm
Friday: 9am-1pm
Sat-Sun: Closed
Other times by appointment
Tax Season Hours
Mon-Thurs: 9am–8pm
Friday: 9am-6pm
Sat: 9am – 4pm
Sun: Closed
Other times by appointment